[6] Kotak Select Focus Fund

Kotak Select Focus Fund Click Here For More Application Form available with wealth4u Scheme Information Document as under Send Your Details Invest Online with wealth4u

Kotak Select Focus The Scheme Kotak Select Focus Fund an open-ended equity scheme Investment Objective The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors. Suitable For Investors who seek capital appreciation from a portfolio of equity instruments, generally concentrated in a few sectors. NFO Period July 22, 2009 (Wednesday) to August 20, 2009 (Thursday). Minimum Investment Purchases : Rs. 5000/- and in multiple of Re.1. Switches : Rs. 5000/- and in multiple of Re. 0.01 Options Growth and Dividend (Payout and Reinvestment). SIP / SWP/ STP Facilities Not Available during New Fund Offer period Load Structure Entry Load: Nil for "all direct" applications received by AMC i.e. on application forms that are not routed through any distributor/ agent/ broker and submitted to AMC office or collection centre/ investment service centre. This benefit shall be available to additional purchases done directly by the investor under the same folio and switch into this scheme from other scheme if such transaction is done directly by the investor For Amounts < 5 crores   : 2.25% For Amounts >= 5 crores : Nil Exit Load: For exit within 2 year from the date of allotment for amounts < 5 crores: 1.00% For exit on or after 2 years from the date of allotment: Nil For exit within 182 days from the date of allotment for amounts >= 5 crores: Nil For exit on or after 182 days from the date of allotment for amounts >= 5 crores: Nil Cheques / Drafts to favour Kotak Select Focus Fund Benchmark S & P CNX Nifty Fund Managers Mr. Krishna Sanghvi, Mr. Emmanuel Elango and Mr. Abhishek Bisen Where to submit NFO applications wealth4u

Equity Schemes

Debt Schemes

Balanced Schemes

FOF Schemes

ETF Schemes

Kotak 30

Kotak Midcap

Kotak Opportunities

Kotak Lifestyle

Kotak Contra

Kotak Tax Saver

Kotak Equity Arbitrage Fund

Kotak Emerging Equity Scheme

Kotak Global Emerging Market

Kotak Indo World Infrastructure

Kotak Select Focus Fund

Kotak Starkid Facility

Kotak Income Plus

Kotak Gilt Savings

Kotak Balance

Kotak Equity FOF

Kotak Flexi FOF Series I

Kotak Flexi FOF Series II

Kotak Gold ETF

Kotak PSU Bank ETF

Kotak Sensex ETF

Facilities

Distributor Services

D-KREDIT / ECS

Email Communication

Dear friend,

Kotak Select Focus Fund has an unique strategy.

It is placed in between a DIVERSIFIED FUND & A SECTOR FUND.

A Diversified Equity Fund such as HDFC Equity or Franklin Blue Chip distributes the money across ALL sectors, typically 16 to 18 sectors of economy.

Whereas a Sector Fund puts all the money in companies engaged in only a few or a single sector e.g. Birla MNC, Franklin Pharma etc.

Each sector has its own life cycle. e.g Pharma did well compared to others when economy was down last year while IT shares did well last quarter. Being concentrated they swing a lot and produce yields of significant nature on +ve or _ve side depending on situation. When +ve, their performance is better than a Diversified MF.

Kotak Select Focus will have THE BEST OF BOTH Worlds, by selecting few sectors expected to perform better.

SECTORAL CONCENTRATION VS DIVERSIFICATION--------

On 10th June 2006 On 10th June 2009

Invested Rs. 1,00,000 in the SENSEX Grows to Rs 1,57,507 which is a CAGR of 16.35%

Invested Rs. 1,00,000 in 4 sectoral indices (BSE

Capital goods, BSE BANKEX, BSE Oil & Gas &

BSE Power) in equal proportions.

Grows to Rs 2,03,486 which is a CAGR of 26.72%*

The expertise lies in identifying these winning sectors

*Average of the 3 year CAGR of the 4 sectoral indices returns (BSE Capital goods, BSE BANKEX, BSE Oil

& Gas & BSE Power). Indices weightage is in equal proportion.

There will be 8 experts to manage this fund in stead of 2 maxm. generally.

Their study of individual sector will be pulled together.

Kindly go thru' the attachments.

With best wishes     wealth4u